Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Configuration/EventsVaultMetadataSync.htm

## Syncing Events Metadata with Vault

* Browser

To allow admins to avoid updating records in multiple systems, Event administrators can configure the [CRM Metadata Integration](../../Getting_Started/CRMMetadataIntegration.htm) process to sync Event Configuration and Event Topic information between CRM and Vault. During each sync, newly created records in CRM are automatically created as new records in Vault, while deleted or inactivated records in CRM are automatically inactivated in Vault.

For example, the admin configures the CRM Vault Metadata Sync to sync specified em\_event\_configuration\_\_v records to Vault. When the next sync occurs, a new crm\_em\_event\_configuration\_\_v record is created in Vault with information from the Event Configuration record in CRM automatically populated.

### Configuration

Ensure [Configuring Events Management](Config.htm) is complete before enabling this functionality.

To configure this feature:

1. Grant the integration user in CRM the following permissions:

   | Object | Object Permission | Object Types | Field | Field Permission |
   | --- | --- | --- | --- | --- |
   | em\_event\_configuration\_\_v | CRED | event\_configuration\_\_v | * End\_Date\_vod * event\_type\_\_v * ID * Start\_Date\_vod * VExternal\_Id\_vod | Read |
   | em\_catalog\_\_v | CRED | event\_topic\_\_v | * ID * Name\_\_vod * product\_\_v * status\_\_v * VExternal\_Id\_vod * Any custom mapped fields | Read |
2. Grant the integration user in Vault the following permissions:

   | Object | Field | Field Permission |
   | --- | --- | --- |
   | crm\_org\_\_v | * crm\_\_org\_id\_\_v * name\_\_v | Edit |
   | crm\_em\_event\_configuration\_\_v | * crm\_org\_\_v * crm\_id\_\_v * external\_id\_\_v * name\_\_v * status\_\_v | Edit |
   | crm\_em\_event\_topic\_\_v | * crm\_org\_\_v * crm\_id\_\_v * external\_id\_\_v * name\_\_v * status\_\_v | Edit |
3. Ensure admins and integration users have access to the **CRM Vault Metadata** tab.
4. Ensure all active em\_event\_configuration\_\_v and em\_catalog\_\_v records have a populated **VExternal\_Id\_vod** field.